Maximize tax alpha
across taxable accounts
Thursday, May 21, 2026
10–10:45 am PT / 1–1:45 pm ET
In this session, we’ll show how Altruist’s tax management suite can help maximize tax alpha, and how the tools that make that possible work even better together.
Join us for a hands-on walkthrough of how advisors can use Altruist to:
- Harvest losses with tools that evaluate accounts daily for tax loss harvesting opportunities
- Build personalized, tax efficient portfolios at scale with Personalized Indexing
- Efficiently invest deposits and raise cash for withdrawals with automated workflows
- Navigate taxable transitions and manage large embedded gains in taxable accounts
If you’re ready to make tax alpha a core part of your value proposition, this session is for you.
Register now.
Watch the replay
Speakers
Adam Grealish
VP, Product at Altruist
Brad Sparks
Director of Sales at Altruist
Tax Management tools (including, but not limited to tax loss harvesting) may lead to unfavorable tax impact depending on a number of factors including customer account holdings and asset location. Tools may be impacted by a number of factors including a portfolio’s rebalancer and/or fund substitute settings. Use of these tools may increase turnover and tracking error, and results may be reduced by fees, trading costs, and wash sale limitations. Advisors are responsible for ensuring settings are appropriate for each client and for monitoring accounts where tax management is enabled. See the Altruist Tax Management and Rebalancer Disclosures document on altruist.com/legal for more information.